Professional Experience

Scott has more than 20 years of experience working in the financial services industry, including over 11 years focused on planning for high net worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with trusts, family partnerships and other entities from an estate planning perspective. Scott also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring.  

Areas of Expertise

  • Asset allocation design and implementation
  • Estate & gift tax planning
  • Investment analysis
  • Personal income tax planning
  • Retirement planning
  • Stock option planning

Education and Certifications

  • Miami University – Bachelor of Science, Accounting & Finance
  • University of Akron  – Masters of Taxation
  • Certified Public Accountant, Ohio
  • Chartered Financial Analyst
  • Certified Financial Planner®

Professional Associations

  • American Institute of Certified Public Accountants
  • CFA Society of Cleveland

Questions? Contact Scott J. Swain by filling out the form below.